We discuss Open Source Software development and how it has changed the technology landscape and review the Annual SaaS Benchmarks report produced by Openview Partners.
After updates on the resignations of the CEOs of WeWork and Juul we discussed the impact of Trump’s potential impeachment on business and public markets and further trouble for Softbank as many executives leave Compass.
After another update on WeWork’s now delayed IPO and Airbnb announcing when they will likely IPO we discuss investing in VICE businesses and we explore the way that venture J curve returns work while reviewing information leaked from Adreesen Horowitz on their return results data across multiple funds.
After an update on the WeWork’s ongoing IPO saga we discuss Airbnb investing in other startups, specifically Atlas Obscura and we explore the average returns of the venture investing industry as reviewed by David Coats of Correlation Ventures.